Rishabh Finvest
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

    Keeping you on the right path

  • Make your personal finance easy with us

    We build and review customized portfolio for you

ABOUT US

Rishabh Finvest was established in 1999 and is led by Chandrakant Sharma, who brings over two decades of corporate experience in finance, taxation, and accounting. In 2021, he transitioned fully into Rishabh Finvest, focusing on helping individuals and families invest wisely, manage their finances prudently, and plan their future with confidence.

We serve a diverse clientele, including individuals, High Net Worth Individuals (HNIs), and institutional clients, providing access to a comprehensive range of financial products and services through leading mutual fund houses, portfolio managers, and insurance companies.

At Rishabh Finvest, we are:

  1. AMFI-registered Mutual Fund Distributors
  2. Licensed insurance consultants under IRDAI guidelines
  3. Qualified and authorized to distribute Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) in accordance with SEBI regulations

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OUR SERVICES

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family

Wealth Basket

Wealth management is an investment advisory service that combines other financial services

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

FINANCIAL PLANNING TOOLS

Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

Get in Touch

Location